Investment Analyst-Single Family Office

Investment Analyst – Single Family Office Dallas, TX (Uptown) Join a lean, Dallas-based investment platform with a long-term, relationship-driven approach to deploying capital across public/private equity, hedge funds, real estate, and venture. This role offers direct exposure to senior decision-makers and meaningful involvement in investment decisions from day one. Why This Role Stands Out Entrepreneurial, low-bureaucracy environment High visibility with senior partners and real decision-making Broad exposure across a highly diversified portfolio Strong work/life balance with a long-tenured, stable team Generous compensation and benefits, including up to 10% 401(k) match Clear path to increasing responsibility and investment impact Collaborative, close-knit culture with excellent office environment Key Responsibilities Support full-cycle investment diligence, including financial modeling, research, and execution Analyze and monitor portfolio performance across asset classes Conduct market research and help evaluate new investment opportunities Track deals, manage documentation, and assist through closing Build pipeline through sourcing, screening, and investment thesis development What Makes a Strong Fit 2–4 years of investing or relevant operating experience Strong financial modeling and analytical skills Self-starter comfortable in a small, high-responsibility team Curious, detail-oriented, and capable of independent problem-solving Strong communication skills; CFA progress is a plus Compensation $115K–$140K base + ~20% bonus + additional incentives